Nasdaq - Delayed Quote USD

Westwood Real Estate Inc Inst (KIFYX)

17.71
-0.13
(-0.73%)
At close: June 13 at 8:01:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.06%
5y Average Return 5.71%
Number of Years Up 12
Number of Years Down 6
Best 1Y Total Return (Jun 6, 2025) 26.74%
Worst 1Y Total Return (Jun 6, 2025) --
Best 3Y Total Return 26.74%
Worst 3Y Total Return -1.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
KIFYX
Category
YTD
-3.11%
5.09%
1-Month
0.51%
1.29%
3-Month
-2.80%
3.60%
1-Year
4.87%
19.60%
3-Year
2.62%
7.20%
5-Year
7.54%
5.90%
10-Year
3.50%
6.54%
Last Bull Market
14.52%
11.27%
Last Bear Market
-7.16%
-4.58%

Annual Total Return (%) History

Year
KIFYX
Category
2025
--
--
2024
7.08%
--
2023
14.61%
--
2022
-14.10%
--
2021
15.44%
--
2020
-2.75%
4.83%
2019
18.64%
17.63%
2018
-8.52%
-5.49%

2017
1.84%
9.78%
2016
14.09%
5.66%
2015
-0.75%
3.18%
2014
17.16%
11.44%
2013
4.71%
1.11%
2012
19.66%
18.05%
2011
3.31%
2.26%
2010
26.74%
18.29%
2009
76.03%
50.41%
2008
-40.43%
-26.18%
2007
-24.02%
-12.38%
2006
--
9.14%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.29% -- -- --
2024 -0.85% 0.11% 11.89% -3.59%
2023 2.28% 4.21% -2.18% 9.92%
2022 -2.66% -7.16% -6.64% 1.81%
2021 4.99% 5.13% 1.68% 2.86%
2020 -31.56% 20.09% 8.35% 9.21%
2019 12.17% 0.85% 4.03% 0.81%
2018 -6.39% 4.38% 2.74% -8.87%
2017 1.03% 1.04% 0.72% -0.95%
2016 2.55% 6.41% 4.58% -0.03%

2015 3.04% -2.37% -3.07% 1.78%
2014 7.39% 4.90% -0.83% 4.87%
2013 7.47% -1.71% -1.25% 0.39%
2012 7.56% 3.60% 3.88% 3.37%
2011 3.23% 2.15% -6.38% 4.64%
2010 11.14% -0.56% 10.31% 3.96%
2009 -8.23% 38.97% 27.21% 8.50%
2008 1.02% 0.03% -23.83% -22.61%
2007 -0.64% 0.28% -9.93% -15.35%
2006 4.12% 5.70% -- --

Rank in Category (By Total Return)

YTD 91
1-Month 70
3-Month 60
1-Year 53
3-Year 69
5-Year 6

Load Adjusted Returns

1-Year 4.87%
3-Year 2.62%
5-Year 7.54%
10-Year 3.50%

Performance & Risk

YTD Return -3.06%
5y Average Return 5.71%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.38
Morningstar Risk Rating

Fund Overview

Category Preferred Stock
Fund Family Westwood
Net Assets 252.71M
YTD Return -3.11%
Yield 7.67%
Morningstar Rating
Inception Date Apr 28, 2006

Fund Summary

Under normal conditions, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in income-producing securities of companies in the real estate industry. It invests primarily in securities of companies in the real estate industry, such as real estate investment trusts ("REITs"), master limited partnerships and other real estate firms.

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